Investment Evaluation & Due Diligence

General suitability includes compatibility with Core Values and Vision, strategic alignment with other portfolio assets and capacity to manage associated risks.

Financial suitability must be tested with multi-period financial projections over an appropriate investment horizon, calculation of expected financial return on investment and comparison of capital requirements to available resources.

Management capability must be demonstrated by sufficient experience and professional qualifications. Senior management proposed to carry out a business plan must have an alignment of interests to the Corporation and sufficiently motivated to perform.

Controlling interests are generally preferred to passive investments in order to provide voting control over budgets and other vital strategic and operational decisions.

Exit Strategies are evaluated at the outset of an investment and preference is placed on those investments that offer a practical exit strategy.